See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $15,250 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $11,200 |
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $9,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,216 | $63,299+148.4% | $91,001+72.8% | $62,292+152.4% |
| Participation rate | 66.7% | 73.3%-6.6pp | 75.6%-8.9pp | 69.5%-2.8pp |
| Annual return | 15.69% | 20.99%-5.3pp | 4.60%+11.1pp | 28.90%-13.2pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,294 | $2,943+11.9% | $3,547-7.1% | $3,169+3.9% |
| Admin fee / account holder | $134 | $468-71.3% | $5,417-97.5% | $479-72.0% |